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Provisioning pathField Service

Connect Simpro to your AI assistant

One page, straight answers: whether Simpro can be connected today, which field service tools you would get, and what keeps writes safe.

Every system here gets an honest, affirmative path: verified and instant, buildable and provisioned, human-assisted, or a done-for-you conversation. Zero dead ends.

OAuth 2.0 sign-inTeam mode available
Buildability verdict

Where Simpro stands today

Buildable. We will provision it.Provisioning path

Simpro is buildable from its API documentation: extraction, then human review, then the validation gates. Docs-only builds land in 24 to 72 hours.

From our index notes on Simpro: Per-company Simpro build URL required; OAuth2 per user against that build.

Jobs, dispatch, technicians, and visit schedules: the field questions an office assistant should be able to answer.

Also searched as simpro group, sim pro. The vendor's developer documentation lives at developer.simprogroup.com.

Proposed tools

What a Simpro connector would expose

The proposal you review during intake, separated into Read and Write. Nothing writes without asking you first.

Built from API documentation

Extracted from the vendor's API docs and human-reviewed before going live. Writes start one notch stricter.

Readon by default
  • search_jobs

    Find jobs by customer, address, or status

  • get_job

    Fetch one job with its schedule and line items

  • list_schedule

    List scheduled visits for a day or technician

  • get_customer

    Look up a customer and their job history

Writeon, asks first
  • create_jobconfirm

    Create a job for a customer

    fields: customer, description, scheduled_at

  • update_job_statusconfirm

    Change a job's status or assigned technician

    fields: status, technician

  • add_job_noteconfirm

    Attach a note to a job

    fields: body

  • cancel_jobdestructivedry-run

    Cancel a scheduled job

    fields: id, reason

Every write asks first: it pauses on a preview of the exact change and runs only when you approve it, before anything reaches Simpro. Turn off anything you never want your AI to touch.

How it works

From "Simpro" to a working connector URL

Designed for operators, not developers. You never read API docs, manage tokens, or touch a line of code.

  1. 01

    Name it

    A 30-second eligibility check confirms your AI client accepts a custom connector URL, then you pick the software. This page pre-fills that step.

  2. 02

    Describe what you need

    Plain language, not configuration. What should the assistant be able to look up, and what should it be able to change?

  3. 03

    Review your Connector Blueprint

    The exact Read and Write tool list, before you pay anything. Every write ships on in confirm mode and asks before it runs, every tool is individually toggled, and anything destructive carries a distinct warning.

  4. 04

    Deploy and paste the URL

    You get a hosted connector URL plus paste-in instructions matched to your AI client, and a live test panel that confirms the connection.

Identity and team

Simpro supports Team mode

Simpro supports per-user credentials, so each team member connects as themselves: upstream audit trails stay truthful, each member's reach is capped by their own Simpro permissions, and per-member URLs are individually revocable.

Team mode available
OAuth 2.0 sign-in

You sign in to Simpro and approve access. The connector requests the scopes its tool surface needs at connect time; every write still asks first, you can turn tools off at any time, and no password is ever shared.

The safety story

Write access to Simpro your IT team will approve

Write safety is the default, not an upgrade. Writes work out of the box in confirm mode, every change is previewed before you approve it, and destructive operations ship in dry-run.

Confirm mode

Enabled writes run through Multi Round-Trip Requests: the tool pauses, shows a human-readable preview of the exact change, and only proceeds with approval. Nothing reaches Simpro on the model's intent alone.

Guardrails

Any tool can be turned off. Field-level constraints restrict what can be touched, per-tool rate limits are enforced at the gateway edge, and destructive operations ship in dry-run, demonstrating what they would do until you graduate them.

Activity log

Every tool call is logged: who, what, when, result. Write actions and confirmations are highlighted, redaction controls decide how much argument data is stored, and the log is append-only, with updates and deletes refused by the database.

FAQ

Connecting Simpro: the specifics

Can my AI assistant write to Simpro?

Yes, with guardrails. Write tools work out of the box in confirm mode: every write asks first, pausing on a preview of the exact change before anything reaches Simpro. Destructive operations ship in dry-run and never execute until you graduate them, and you can turn off any tool you never want touched.

Is it safe to connect Simpro to an AI assistant?

Safety is the architecture, not a setting. Every write asks first: it pauses on a human confirmation with the exact change previewed before it reaches Simpro. Destructive operations demonstrate in dry-run and never execute until you graduate them, any tool can be turned off, and every call lands in an activity log with redaction controls.

If my team uses a Simpro connector, whose name is on the actions?

The right one. In Team mode each member connects with their own Simpro identity, so upstream audit trails show the real person, and each member's effective access is the intersection of the connector's guardrails and their own Simpro permissions. Per-member URLs are individually revocable.

Which AI clients work with a Simpro connector?

Any client that accepts a remote MCP connector URL: Claude (Free, Pro, Max, Team, and Enterprise), ChatGPT on paid plans with developer mode enabled, Cursor, and other MCP-compatible clients. Team and Enterprise workspaces may need an admin to allow custom connectors first.

How long until a Simpro connector is live?

Typically 24 to 72 hours. The mapping is generated from the Simpro API documentation and human-reviewed before it goes live.

Anything specific to the Simpro API worth knowing?

Yes. From our index notes on Simpro: Per-company Simpro build URL required; OAuth2 per user against that build.

Related connectors

More Field Service systems

Same category, same connector quality. Every one gets an honest verdict.

See all Field Service connectors or browse the full directory.

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